Assessment

Shape Your Experience: Customer Insights Form

Help us understand your business better. Fill out this form to provide valuable insights into your customers’ needs, your organization’s strengths, and areas for growth. Your feedback will enable us to tailor our solutions to better serve you.

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1. In five words or less can you tell me what your company does?
a. What is the most interesting and/or unique thing about your company?

2. What is the perfect client?
a. What makes them the perfect client?
b. What would disqualify a prospect from being a good client?

3. Within that perfect client who is the best entry point?
     a. What are the things that they care about?
     b. Pain points for which they are the owner?
     c. Why would there be urgency?
     d. Why would there be budget?

4. Who are your competitors?

5. What can you provide that competitors cannot? What is unique about you?

6. What is the number one problem that your company solves? Number one opportunity that can be exploited by utilizing your company?

7. Can you describe the culture at your company?

8. What is the number one goal for this year?
     a. Three years?
     b. Five years?
     c. What is the biggest risk factor or impediment keeping you from reaching that goal(s)?

9. What are the major trends in your industry?
a. Do those make your business easier or harder?

10. How are current economic conditions affecting your business?

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